募集资金背景：聚焦主业扩产，部分资金暂时闲置 登录新浪财经APP 搜索【信披】查看更多考评等级 锦州神工半导体股份有限公司（证券代码：688233，证券简称：神工股份）于2025年10月25日发布公告 称，公司第三届董事会第九次会议已于10月24日审议通过《关于使用闲置募集资金进行现金管理的议 案》，同意在确保募集资金安全及项目进度的前提下，使用最高余额不超过1.1亿元（含本数）的暂时 闲置募集资金进行现金管理，投资于安全性高、保本且流动性好的金融产品，资金可滚动使用，期限为 董事会审议通过之日起12个月。 公告显示，神工股份于2023年9月完成向特定对象发行股票，共发行1030.57万股，发行价29.11元/股， 募集资金总额约3亿元（299,999,974.96元），扣除发行费用后实际净额约2.96亿元（296,056,578.74 元）。该笔资金主要投向"集成电路刻蚀设备用硅材料扩产项目"及"补充流动资金"，旨在通过扩产提升 核心技术水平、丰富产品结构，培育新的盈利增长点。 由于募投项目建设存在一定周期，结合项目推进计划，公司部分募集资金暂时处于闲置状态。为提高资 金使用效率，公司决定在不影响项目正常推 ...

Summary of Key Points Core Viewpoint - The company has announced a delay in certain fundraising projects, which has been approved by its board of directors, ensuring that the investment content, total investment, and implementation methods remain unchanged, and that the delay will not adversely affect the company's normal operations or long-term development plans [6]. Fundraising Overview - The company raised a total of RMB 299,999,974.96 by issuing 10,305,736 shares at a price of RMB 29.11 per share, with a net amount of RMB 296,056,578.74 after deducting issuance costs [1]. - The funds are stored in a dedicated account, and a tripartite supervision agreement has been signed with the sponsor and the bank [2]. Fund Usage Status - As of June 30, 2025, the company has invested RMB 16,460.16 million out of a planned RMB 30,000 million for the integrated circuit etching equipment project, representing an investment ratio of 55.60% [3]. Delay Details - The company has adjusted the timeline for the integrated circuit etching equipment silicon material expansion project to October 2026 due to various uncontrollable factors, including external market conditions and downstream demand [4][5]. - The company plans to gradually invest in the project while ensuring that the investment content and total amount remain unchanged [5]. Measures for Completion - The company will closely monitor industry trends and market changes, optimize resource allocation, and strengthen supervision of fundraising projects to ensure timely completion [5]. Approval Process - The board of directors approved the delay in the fundraising project on August 22, 2025, confirming that the matter does not require shareholder approval and has followed necessary procedures [6].

Core Points - The company has raised a total of RMB 1,854.59 million through its initial public offering, with a net amount of RMB 1,663.97 million after deducting issuance costs [1] - As of June 30, 2025, the company has utilized RMB 1,000.56 million of the raised funds, leaving a balance of RMB 635.77 million [1][4] - The company has established a management system for the raised funds to ensure compliance with relevant regulations and protect investor interests [1] Fundraising Overview - The company issued 187.14 million shares at a price of RMB 9.91 per share, resulting in total fundraising of RMB 1,854.59 million [1] - After deducting issuance costs, the actual net amount raised was RMB 1,663.97 million [1] - The company has cumulatively used RMB 1,000.56 million from the raised funds in previous years [1] Fund Utilization - In the current year, the company has used RMB 81.41 million of the raised funds [4] - The remaining balance of the raised funds as of June 30, 2025, is RMB 635.77 million [1][4] - The company has not engaged in any temporary use of idle funds to supplement working capital during the reporting period [2][4] Fund Management - The company has signed tripartite and quadripartite agreements with its sponsor and banks to regulate the storage and management of the raised funds [1] - The company has implemented a cash management strategy for idle funds, allowing for investment in low-risk financial products [3] - The total amount of idle funds used for cash management is capped at RMB 800 million [3] Project Status - The company has not made any changes to the fundraising investment projects during the reporting period [4] - There have been no instances of early investment or replacement of fundraising projects [4] - The company has reported that the progress of certain projects has been delayed due to market demand fluctuations and other objective factors [4]

Core Viewpoint - Youyan Silicon has terminated its major asset restructuring plan to acquire approximately 60% of the shares of Gaofeng (Beijing) Technology Co., Ltd. due to failure to reach consensus on certain commercial terms [1][2] Group 1: Transaction Details - The transaction was initially announced on March 5, 2025, with the intention to pay cash for the acquisition [1] - The termination agreement was signed after thorough discussions and negotiations among the parties involved [1][2] - The target company specializes in ultra-pure water systems for chip manufacturing and has developed core technologies in this field, aiming for domestic substitution of foreign technologies [2] Group 2: Financial Performance - Youyan Silicon's net profit has been declining for two consecutive years, with a reported revenue of 960.40 million yuan in 2023, down 18.29% year-on-year [4] - The net profit attributable to shareholders was 254.18 million yuan in 2023, a decrease of 27.65% [4] - In 2024, the company reported a total revenue of 995.95 million yuan, a year-on-year increase of 3.70%, but the net profit still declined by 8.37% to 232.90 million yuan [4] Group 3: Initial Public Offering (IPO) Information - The company raised a total of 1.85 billion yuan from its IPO, with a net amount of 1.66 billion yuan after deducting issuance costs [3] - The IPO was conducted on November 10, 2022, with 187,143,158 shares issued at a price of 9.91 yuan per share [2][3] - The funds raised were intended for projects related to the production of 8-inch silicon wafers and other operational needs [3]